Welch & Forbes LLC

CIK

105495

City

Boston

State / Country

MA

Stock

SMBC — Southern Missouri Bancorp, Inc.

Top Portfolio Positions

294 positions · $7,086,202,125 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	3,096,403	$540,012,683	7.62%
AAPL	Apple Inc. Technology	1,679,909	$426,344,105	6.02%
MSFT	Microsoft Corp Technology	881,583	$326,335,579	4.61%
ORLY	O Reilly Automotive Inc Consumer Cyclical	2,832,170	$261,437,612	3.69%
V	Visa Inc. Financial Services	719,551	$217,477,094	3.07%
RTX	RTX Corp Industrials	1,094,594	$211,147,182	2.98%
JPM	Jpmorgan Chase & Co Financial Services	652,907	$192,059,123	2.71%
SYK	Stryker Corp Healthcare	509,055	$167,270,382	2.36%
COST	Costco Wholesale Corp /New Consumer Defensive	161,366	$160,789,923	2.27%
JNJ	Johnson & Johnson Healthcare	657,528	$160,726,144	2.27%

Portfolio Trend

25 quarters · across all stocks

Holdings in SMBC

Compact Export CSV

Shares Held

Position Value (USD)

13 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$383,640	6,000	-1.6%	Shares	Sole	2026-05-01
2025-12-31	$360,572	6,099	0.0%	Shares	Sole	2026-02-10
2025-09-30	$320,563	6,099	0.0%	Shares	Sole	2025-11-04
2025-06-30	$334,103	6,099	0.0%	Shares	Sole	2025-08-05
2025-03-31	$317,269	6,099	-6.8%	Shares	Sole	2025-05-02
2024-12-31	$375,257	6,541	-6.1%	Shares	Sole	2025-02-07
2024-09-30	$393,452	6,965	0.0%	Shares	Sole	2024-11-04
2024-06-30	$313,494	6,965	0.0%	Shares	Sole	2024-08-02
2024-03-31	$304,440	6,965	-9.1%	Shares	Sole	2024-05-03
2023-12-31	$409,234	7,665	-7.5%	Shares	Sole	2024-02-06
2023-09-30	$320,740	8,290	-6.8%	Shares	Sole	2023-11-03
2023-06-30	$341,897	8,892	-11.0%	Shares	Sole	2023-07-28
2023-03-31	$373,763	9,991	—	Shares	Sole	2023-04-14
No 13F history on record for this holder in this stock.